Travel Agent User Guide
Edit company setting
You can edit your company information at Edit my company Page. This page allows you to change entire company information.
- Email language: www.shopskb.com will send notification email as your default language to your company
- Main contact email address: the email address for any update of a booking and day-to-day operation contact email
Company authorized person can access Our Staffs Page. This page allows you manage of each team member gain access to operate your business.
There have a function for Add a New Staff which mean you can add direct from the function tab OR your staff can self register at Registration Page under your company account.
For the self registration staff it require to authorized person to approve for their application, once approval it will automatic activate in www.shopskb.com
If there any self registration staff registered under your company,you can take further action on waiting for approval staff list at Our waiting Staffs Page
Add new Staff
From Our Staffs Page, click on button
Fill your staff information: Email, Password, Job title, First name, Last name, User type
Click on buttonto finish.
After finish, system will redirect to Set permission page to let you can set the permission for this staff.
Approve a registered staff
On Approval Page you check if the register Staff's information are correctly. Click on buttonto finish
Once completed, system will redirect to Set permission page to let you delegate that staff permission to operate your business.
Edit profile of a staff
You can change: Password, Job title, First name, Last name, User type here.
To set permission for staff you switch to tab Permissions.
Edit permission of a staff
You can set up permissions for a staff immediately you Add or Approve his/her account.
Go to tab Permissions to edit permission of staff
ATTENTIONS: to delegate your staff Permission to operate your business, it may contain some sensitive information . If you are un-certainty how to set of your staff permission in our system. Please contact to our helpdesk to get more advice or see our suggestion of the following example:
Suggestion of Permission for your staff
The one who's you want to let them can handle human resource and can access financial information. You can set full permission
The one who's can access commission information. You can set the permission as screenshot below
The one who's operate the shop and booking. You can set the permission as screenshot below
Suspend/Active a staff
Delete a staff a staff
System will ask your for confirmation before taking action to remove this account from your company.
But we don't recommend you delete a staff. You should use suspend function instead.
Search Duty Free and Souvenir Shop
You can see the search form at this Page
You can type name or location or any words about a shop to search it in our system
View Detail of a Shop
From Shop List you can click on button to see detail of a shop
Make a Booking
It has 2 ways to make booking
- From Shop List you can click on button make booking on shop.
- From Shop List you click on button VIEW to go to detail Page. On detail Page you click on button BOOKING.
After you enter the Booking form, you can click on button SAVE to submit the Booking to supplier.
Supplier will check and confirm (approve) if they are available and accept this booking. Our system will send you an email when Supplier confirm (approve) the booking or refuse it.
It lets you can manage all bookings of your company.
Each booking has it's status
- For Approval: Booking is made by you or any staffs in your company which is waiting for Approval from Supplier
- Approved: Booking is approved (confirmed) by Supplier
- Cancelled: Booking is canceled (refused) by you (Supplier)
- Completed: Booking which the group arrived and Supplier update the Sale amount with commission information.
ShopsKB support many kinds of Booking
- Behalf Booking: a booking be made by an Inbound Tour Operator for an Oversea Travel Agent. If you are a Travel Agent Company, you cannot make a Behalf Booking.
- Direct Booking: a booking be made by any Inbound Tour Operator and Travel Agent for themselves
- Direct Booking by Freelancer: a booking be made by a freelance Tour Leader. This kind of Booking just especially for Freelance Tour Leader User
- Behalf Booking: B
- Direct Booking:D
- Direct Booking by Freelancer: I
- Amendment Booking: a
- For Approval: It list all Bookings which status is For Approval. You can access it here.
- Approved List: It list all Bookings which status is Approved. You can access it here.
- Cancelled List: It list all Bookings which status is Cancelled. You can access it here.
- Completed List: It list all Bookings which status is Completed. You can access it here.
View Detail Booking
From any Booking List, you can see the view detail icon T you can click on it to view detail of any Booking.
After you amend a booking, it will need to get Approval (Confirm) from Supplier again.
Press buttonto save the change you make on the booking
Cancel a Booking
For a Approved Booking, system will ask you to enter the Confirmation Code to cancel it
You must enter Remark when you want to cancel a booking.
We suggest you enter the reason of cancellation in Remark
Booking Schedule Page helps you can see all booking of your company in a period
You can set filter by Arrival Date, Supplier Name, Tour Leader, and Group Ref.
Buttonwill clear filter and refresh the list
Print Booking Schedule
Form Booking Schedule Page, if you want to print the schedule out. You can click on button
The Report will show the major information of all your completed Bookings with the Sale information (Total sale, and commission amount you earn from Supplier)
To export CSV file (excel sheet) it is support English version only.
This page contain some confidential information, we recommend you (as a management level) do not set every staff can access this Page